Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 2025
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Core Wealth Management, Inc. holds 222,731 shares of DFIP stock, worth $9.37 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
222,731
Previous 209,407
6.36%
Holding current value
$9.37 Million
Previous $8.82 Billion
5.6%
% of portfolio
3.28%
Previous 3.38%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio